This post provides overviews and descriptions of why and how to go about customizing the FeaturePlan setup for your organization. It covers the following topics:
• E-Mail Notification Templates
• Task Templates
• Stakeholders Notification

Creating E-mail Notification Templates
It is possible to create multiple E-mail Templates for different cases. It is also possible to send more than one of these different e-mails to the same requestor from within the same
Requirement, perhaps at different stages.

There are two types of notification that you can send from within FeaturePlan: Customer Enhancement Notification and E-mail Notification. Both types of notification send information via e-mail. However, for Customer Enhancement Notification you define form emails that are to be sent to the requestors of enhancements at various stages of progress. Email Notification, on the other hand, uses custom reports to notify stakeholders of changes to records within FeaturePlan.

Creating Task Templates

Tasks templates allow you to create reusable lists of tasks that can be selected from within a requirement record or a release. This saves you from having to create the same lists of tasks
over and over from one requirement or release to another. You can also create additional tasks within the record, regardless of whether a task template has been used or not.

There are three different kinds of tasks that you can create:
• Tasks that are associated with requirements.
• Tasks that are associated with releases.
• Tasks that are not associated with a record type but with the user. These are known as independent tasks.

To create a task template on the Windows client:
1. From the Main Menu, select Edit > Task Templates.
The Tasks window opens displaying a quick view containing any existing task templates.

2. In the menu bar, click New.
The Task Template window is displayed.

3. In the Template Name field, do one of the following:
- Enter a name in the dropdown to create a new template.
The template name is added to the list of available templates.
- Select the template from the list to add a task to an existing template.

4. Fill in the Task template. For more information on filling out the Task template refer to the Online Help.

5. When you are finished, click Create.

The Task is added to the list of tasks in the Quick View.

To create a task template on the web client:

1. From the Main Menu, select Edit > Task Templates.
The Task Templates quick view is displayed. It contains all existing task templates.

2. In the menu bar, click New.

The Task Template window is displayed.

3. In the Template Name field, do one of the following:
- Enter a name in the drop-down to create a new template.

The template name is added to the list of available templates.
- Select a template from the drop-down list to add a task to an existing template.

4. Fill in the Task template.
For more information on filling out the Task template refer to the Online Help.

5. When you are finished, click Save.
The Task is added to the list of tasks in the quick view.